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Assured Investment Management’s Lincoln Electric LECO Stock Holding History

Assured Investment Management’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,869
Closed -$168K – 1252
2018
Q1 		$168K Sell
1,869
-7,828
-81% -$729K ﹤0.01% 1000
2017
Q4 		$888K Sell
9,697
-50,947
-84% -$4.66M 0.02% 442
2017
Q3 		$5.56M Buy
60,644
+58,700
+3,020% +$5.24M 0.11% 176
2017
Q2 		$179K Buy
+1,944
New +$175K ﹤0.01% 532
2016
Q4 		– Sell
-2,087
Closed -$131K – 649
2016
Q3 		$131K Sell
2,087
-19,387
-90% -$1.21M ﹤0.01% 543
2016
Q2 		$1.27M Buy
21,474
+4,862
+29% +$293K 0.03% 220
2016
Q1 		$973K Buy
16,612
+9,420
+131% +$513K 0.02% 194
2015
Q4 		$373K Sell
7,192
-6,905
-49% -$384K 0.01% 362
2015
Q3 		$739K Buy
14,097
+67
+0.5% +$3.93K 0.01% 279
2015
Q2 		$854K Buy
14,030
+4,836
+53% +$320K 0.01% 254
2015
Q1 		$601K Buy
+9,194
New +$623K 0.01% 219

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Assured Investment Management's LECO Position: Q2 2018 in Review

Assured Investment Management sold out of Lincoln Electric (LECO) in Q2 2018, closing a stake of 1,869 shares — an estimated $168K sold.

Assured Investment Management first reported a position in LECO in Q1 2015 and held it in 11 quarters. The position peaked at $5.56M in Q3 2017. 316 funds tracked by Wall St. Rank hold LECO as of Q2 2018.

  • Assured Investment Management reported no remaining Lincoln Electric position as of Q2 2018 after selling out during the quarter.
  • Assured Investment Management sold 1,869 Lincoln Electric shares in Q2 2018, an estimated $168K.
  • Assured Investment Management first reported a position in Lincoln Electric in Q1 2015 and held it in 11 quarters.
  • Assured Investment Management's Lincoln Electric position peaked at $5.56M in Q3 2017.
  • 316 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2018.

Based on Assured Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.